See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,763 | $95,8030% | $113,168-15.4% | $84,808+12.9% |
| Participation rate | 95.3% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.0pp |
| Annual return | 14.54% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,725 | $2,360+15.5% | $2,975-8.4% | $2,631+3.6% |
| Participant deferral / active EE | $4,054 | $4,242-4.4% | $5,107-20.6% | $4,212-3.7% |
| Admin fee / account holder | $6,411 | $8,989-28.7% | $12,068-46.9% | $7,344-12.7% |